At STA Wealth we want to help. We believe it is a good time to review your retirement plan to make sure that you have fully considered your goals and reviewed the important issues that retirees face.
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Our highly specialized expert team of more than 20 seasoned executives, skilled advisors, and supporting staff are based in the CityCentre commercial and professional district of Houston, Texas, and share a steadfast dedication to serving our diverse worldwide client base. We seek to manage risk and optimize financial futures through proactive independent and proprietary research, strategic planning, and personal connection and collaboration. Relationships with trusted names like Fidelity Investments and Charles Schwab demonstrate our commitment to sound solutions centered on you, your family, and your business.
we don’t simply provide active portfolio management, but rather develop customized investment strategies targeting your unique requirements, preferences, and challenges. Our comprehensive suite of solutions features offerings as diverse as the individuals and organizations we serve, delivered with hands-on guidance driven by decades of proven success.
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Our truly unique financial planning process is about far more than projections or specific solutions. We believe that the most important focus should be on your individual goals, visions, and objectives, and we partner with you personally to customize a tailored management plan for both securing and supplementing your financial future.Learn More
Successful investment is simple enough in theory: maximizing return while minimizing risk … However, at STA Wealth Management we know that in practice it’s much more complicated—and that’s why we’ve assembled people and processes that put decades of proven experience at your disposal, to build and manage a portfolio that’s uniquely your own.Learn More
Insurance isn’t just a safety net for the unexpected or catastrophic—it can be a constructive tool for creating stability and confidence as you move through life. STA’s demonstrated expertise helps you leverage the power of insurance to provide protection and freedom.Learn More
See how STA Wealth Management isn't just responding to what's happening in the financial world, but actually helping to shape it!
Although the stock market has started to rally, many sectors have yet to rebound. That is very true in the oil and gas industry. Many of our Texas clients are reliant on the oil and gas sector for both their work and retirement benefits. With that in mind, follow this link to see the article Read MoreLearn more
Are you stressed by an income reduction? Try these budgeting tips to survive a pay cut and thrive during this challenging time. A pay cut, whether big or small, can catch you off guard—and throw your finances into disarray. While a salary cut is different than a layoff, it can leave you feeling just as Read MoreLearn more
Le comptable de San Francisco, Scott Hoppe, avait un client qui prévoyait d’étendre la vente des actions du fondateur d’une entreprise du secteur technologique sur une période de trois ans. (English Translation: San Francisco accountant Scott Hoppe had a client who planned to expand the sale of shares in the founder of a tech company Read MoreLearn more